ConvertCSVtoQBO

Convert bank statement PDF to QIF

Turn a PDF bank or credit card statement into a QIF file for Quicken for Mac, GnuCash, Banktivity, Moneydance and other personal finance apps.

  • Free, no sign-up
  • Your statement never leaves your computer
  • US or international dates
Converted in your browser. Nothing is uploaded. No file handy?

How to import the QIF file

  • Quicken for MacGo to File, Import, and choose the QIF option. Pick the account to import into.
  • GnuCashGo to File, Import, Import QIF, and follow the steps to match accounts.
  • Banktivity, Moneydance, MoneyWiz and othersLook for Import in the File menu and choose QIF.
  • Quicken for WindowsOnly accepts QIF for some account types, such as cash and asset accounts. For checking, savings and credit cards, use the CSV to QFX converter instead.

How it reads your statement

Statements downloaded from online banking contain real text, not just a picture. The converter reads that text right here in your browser, finds each line that starts with a date and ends with an amount, and joins descriptions that wrap onto a second line.

It works out whether money went in or out from the statement itself: separate withdrawal and deposit columns, section headings like Deposits and Withdrawals, or the running balance. Statements that only show the month and day get the year from the statement period, including statements that run from December into January.

What works today

  • WorksChecking, savings and credit card statements downloaded from online banking, from US banks and many others. Multi-page statements, password-protected PDFs, and both month-first and day-first dates.
  • Not yetScanned or photographed paper statements, which are pictures with no text inside, and investment statements.
  • Always check the totalsCompare the money in and money out shown above the preview with the summary on your statement before importing. If they match, every transaction was found.

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Questions

Is it free?

Yes. Convert PDF statements to QIF with no sign-up.

Which date format should I pick for the QIF file?

Month first for apps set up with US dates, day first for apps using UK, European or Australian dates.

Is my bank statement uploaded anywhere?

No. The PDF is read inside your own browser and never sent to a server. That includes the password if your PDF has one.

Does it work with scanned statements?

Not yet. Scanned statements are pictures with no text inside. Download the statement from your online banking instead, which gives a PDF with real text.

What if a transaction is missing or wrong?

Compare the totals with your statement. If something's off, try changing the date format setting, or tick Reverse signs if money in and out are swapped. Banks lay statements out in many ways, so a few layouts may not read perfectly yet.